Actionable insights.
Clear decisions.
Measurable impact.

Unlock your competitive advantage with world-class research and insights that empower the world’s top institutions to make smarter decisions, create better products, and improve client outcomes.

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WHY CHOOSE US

The research partner trusted
by the financial services industry globally

About us

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Deep research expertise

We deliver world class research and insights with analytical rigour and strategic thinking, underpinned by advanced statistical and research methodologies uncovering the drivers of investor and adviser behaviour.

Uncompromising excellence

Leverage global insights and data into market shifts, competitive dynamics, and behavioural trends to drive product, service, marketing, and distribution strategy and deliver real impact. We help you understand the “why”, to inform high-impact strategic decisions.

Global coverage

Our truly global research spans the full spectrum of financial services and is trusted by leading brokers, regulators, banks, and platforms worldwide. We cover key markets across Australia, Asia, Western Europe, the Middle East, and North America, delivering deep, cross-market insights wherever you operate.

Anticipate market shifts to move first

Leverage forward-looking insights into investor, adviser, and trader behaviour to act early, stay ahead of change, and seize opportunities before competitors.

Align strategy to real demand

Assess insights to shape your product, marketing, and distribution efforts around what your audiences truly need driving stronger engagement, loyalty, and commercial outcomes.

Make smarter, data-led decisions

Unlock research and data that pinpoints what moves the needle so you can prioritise high-impact actions that accelerate growth and improve retention.

Benchmark to sharpen competitive advantage

Leverage market leading insights and to continuously compare your performance against peers and industry shifts identifying gaps, lifting outcomes, and strengthening your market position and growth.

Drive scale and efficiency through focus

Access market leading research to target the high growth segments, refine offers, and deploy resources with precision, maximising the return on every strategic decision.

Wealth
platform

Super, pension, retirement provider

Financial planning licensee, aggregator, broker

Asset manager,
product issuer

Alternative / cryptocurrency
exchange

Online
broker

Wealth manager, private bank, family office

Leverage trading
platform / broker

Regulator,
industry body

360° view

Leverage our market-leading research and insights to gain a complete understanding
of your market across a wide range of investor, adviser, trading and member verticals.

Adviser Business Needs

Adviser Business Models

Borrow
to invest

Adviser product, marketing and technology

Adviser Technology Needs

Crypto
currency

Exchange traded funds

High net worth

Member engagement

Financial advice

Leverage trading

Managed accounts

Listed derivatives

Online broking

Online investing

Pension and retirement products

Platform competitive analysis and benchmarking

Retirement income

Service level benchmarking

SMSFs

Want to learn more about our research and insights?

Trusted by leading brands

"The Investment Trends research provides us with industry specific, in-depth analysis of various sectors of the financial markets relevant to netwealth and to our clients. It enables us to identify developing trends within the industry that allow us to make relevant judgements about the future direction of netwealth and our product offering."

Matt Heine, Chief Executive Officer and Managing Director, Netwealth Group solution: Industry research

"We have used Investment Trends research data over many years for several of our main regions, including Europe, Australasia and Asia. The data Investment Trends provides gives us a real insight into our industry and it helps us understand how we can provide a better service and product offering to our clients. Indeed we look forward to the annual reports and often we will determine our following years strategy around the results. We will use Investment Trend reports over the coming years to improve our offering and service to our clients."

Peter Cruddas , Executive Chairman. CMC Markets solution: Industry reseaarch

BetaShares has been partnering with Investment Trends for a decade to gain insight and understanding of the Australian ETF industry. Through those years, we’ve developed a long-standing an valued partnership and have found Investment Trends at all times to act with the utmost professionalism, integrity and, most importantly, to deliver deep and expert insight into the Australian financial services industry. We feel valued as a client and appreciate the relationship we have built over time.

Ilan Israelstam,, Co-Founder & Group Head - Betashares Direct at Betashares Capital solution: Industry Research

"Investment Trends’ Brand Tracking Solution provided clear benchmarking and actionable insights to optimise our brand performance. Their consultative and highly experienced team made the process seamless, delivering insights that refined our strategy. Highly recommended for data-driven brand tracking."

Jodi Cutler, Global Head of Brand, Pepperstone solution: Brand Tracking Research

BFG has partnered with Investment Trends over more than 15 years to gain valuable insights for our online and advisory investing businesses. Their specialist and high-value insights are fit for purpose to our unique business needs, consistently informing our strategy and providing the analytics we need to make confident, forward-looking decisions. Over the years, they’ve become a trusted and valued partner in helping us stay aligned with market shifts and evolving client expectations.”

Arnie Selvarajah, Chief Executive Officer, Bell Direct solution: Industry Insights, Custom Insights

Investment Trends’ research provides valuable context, complementing the insights we gain directly from advisers. Together, these perspectives help us better understand adviser and client needs, and anticipate emerging market trends.

Andrew Alcock, Managing Director & CEO, Hub24 solution: Industry Insights

A commitment
to collaboration

Executive briefings

Engage directly with our industry experts in high-impact sessions that transform complex data and analysis into clear, high-value, actionable insights that help you move from insight to decision with confidence.

Detailed reporting

Gain in-depth, actionable insights powered by advanced analytics, world-class data security, GDPR-compliant privacy standards, and sophisticated visualisation, giving you absolute clarity on the metrics and trends that matter most.

Expert guidance and methodology

Work with a dedicated team that blends deep industry research expertise with rigorous, proven research methods to ensure your decisions are grounded in insights you can trust and strategies that deliver measurable results.

Personalised support

Benefit from ongoing support from our research experts through a tailored, collaborative approach with flexible insight solutions designed to address your unique challenges as they evolve. We create customised research packages designed to meet your specific business needs, ensuring maximum impact.

Get in touch

Want to learn more
about our research?

If you're a financial services provider keen to learn more about our research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we’d love to hear from you.

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